Overview of BD and CRM Activities in Apex Business - Sub Article
This article is part of a series of articles on how to capture, view, and be notified of business development (bd) and client relationship management (crm) activities in Apex Business:
Overview of Business Development and Client Relationship Management in Apex Business : Apex Support (proximity.com.au)
Updating an existing person
Attempt to find the person in Apex Business
Find person via search
1. In Apex Business, click into the search box and type the name of the person
2. Ensure you click on the search result with the word 'Contact' under the name, and the relevant client
Find person via list of people
1. In Apex Business, click on the 'Contact' tab
2. Click on the drop-down list and select 'CRM Contact'
3. Find the person you wish to update in the list and click on them
If you found the person, please edit their details where relevant:
-
If the person has left their current employer and you do not where they moved to:
- Mark the person as inactive by un-checking the “Active Contact” box.
-
If the person has changed employer and you do know their new details:
- Change the Contact email address.
- Change the Contact Account to their new employer.
These updates will be tracked in the Contacts History area on the right-hand side.
Creating a new person in Apex Business
If you cannot find the person you wish to update information for, please create them instead:
1. In Apex Business, click on the 'Contact' tab
2. Click on the 'New' button in the top-right hand corner
3. When prompted for the type of person, select 'CRM Contact'
4. Fill in as much information as you have on the person and click Save. Key fields to fill out are:
- First name
- Last name
- Email address
- Active Contact (tick)
- Job title
- Account (the client they work for)